Perdaman supply will almost certainly go entirely to export market. The offtake with IPL will all be shipped to east coast as IPL doesnt operate its fertiliser business in WA. Strike, due to logistics advantages will be the logical supplier of the domestic WA market. Gas price wont really come into it as urea pricing set globally. Gas price will only impact the margin the producers make, Plenty of room for both players. Strike would do well to sign domestic offtake with CSBP and CBH.
ABC Radio Today, page-29
-
- There are more pages in this discussion • 1 more message in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add STX (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
23.5¢ |
Change
0.005(2.17%) |
Mkt cap ! $672.2M | |||
| Open | High | Low | Value | Volume |
| 23.0¢ | 24.0¢ | 22.3¢ | $2.882M | 12.38M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 10 | 348502 | 23.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 23.5¢ | 223310 | 6 |
View Market Depth
| Last trade - 16.10pm 26/06/2024 (20 minute delay) ? |
| STX (ASX) Chart |